Fortis Group Advisors, LLC Q2 2025 Filing

Filed August 8, 2025

Portfolio Value

$550.5B

Holdings

528

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (528 positions)

StockValue
AQLTISHARES TR
$1.3B
LGLVSPDR SERIES TRUST
$1.3B
PFFISHARES TR
$1.2B
IBMINTERNATIONAL BUSINESS MACHS
$1.2B
TMCTMC THE METALS COMPANY INC
$1.2B
KLACKLA CORP
$1.2B
IBMINTL BUSINESS
$1.1B
QQAINVESCO ACTIVELY MANAGED EXC
$1.1B
IWFISHARES RUSSELL
$1.1B
HFXINEW YORK LIFE INVESTMENTS ET
$1.0B
IGVISHARES TR
$993.0M
IYWISHARES TR
$981.9M
4I1PHILIP MORRIS INTL INC
$976.8M
AVUVAMERICAN CENTY ETF TR
$964.7M
INCEFRANKLIN TEMPLETON ETF TR
$939.3M
PGPROCTER AND GAMBLE CO
$914.0M
VOOVANGUARD INDEX FDS
$906.4M
QQQINEOS ETF TRUST
$901.4M
SPDWSPDR INDEX SHS FDS
$889.6M
AHRAMERICAN HEALTHCARE REIT INC
$875.5M
MGKVANGUARD WORLD FD
$861.6M
ROKUROKU INC
$860.7M
PYLDPIMCO ETF TR
$851.4M
CVXCHEVRON CORP NEW
$844.3M
ICLOINVESCO ACTIVELY MANAGED EXC
$832.9M
SHVISHARES TR
$821.5M
MDIVFIRST TR EXCHANGE TRADED FD
$814.0M
NKENIKE INC
$810.6M
JBNDJ P MORGAN EXCHANGE TRADED F
$801.6M
GDXVANECK ETF TRUST
$787.6M
LMNDLEMONADE INC
$784.9M
AVEMAMERICAN CENTY ETF TR
$770.1M
IGOVISHARES TR
$769.2M
EPOLISHARES TR
$762.1M
IAKISHARES TR
$759.9M
IPKWINVESCO EXCH TRADED FD TR II
$756.9M
HELOJ P MORGAN EXCHANGE TRADED F
$750.4M
HIOWESTERN ASSET HIGH INCOME OP
$747.6M
LVHILEGG MASON ETF INVT
$745.7M
RHRH
$720.1M
CLOXSERIES PORTFOLIOS TR
$713.9M
MTDRMATADOR RES CO
$713.8M
MMITNEW YORK LIFE INVTS ACTIVE E
$684.8M
NVDANVIDIA CORP
$677.3M
DNPDNP SELECT INCOME FD INC
$672.1M
JEPIJ P MORGAN EXCHANGE TRADED F
$670.9M
BACVERIZON COMMUNICATIONS INC
$637.8M
IEIISHARES TR
$622.7M
PEGPUBLIC SVC ENTERPRISE GRP IN
$621.0M
XOMEXXON MOBIL
$620.3M
SPYVSPDR SERIES TRUST
$602.5M
ULUNILEVER PLC
$600.7M
BKBANK NEW YORK
$564.4M
MMM3M CO
$556.9M
KOCOCA COLA CO
$552.5M
TRVTRAVELERS COMPANIES INC
$540.8M
EWGISHARES INC
$508.2M
JAVAJ P MORGAN EXCHANGE TRADED F
$506.4M
JCPBJ P MORGAN EXCHANGE TRADED F
$497.5M
NJRNEW JERSEY RES CORP
$495.0M
PANWPALO ALTO NETWORKS INC
$465.6M
OREALTY INCOME CORP
$463.6M
SRLNSSGA ACTIVE ETF TR
$448.0M
EEMISHARES TR
$441.8M
PLNTPLANET FITNESS INC
$429.8M
FEFIRSTENERGY CORP
$427.9M
DASHDOORDASH INC
$421.4M
GOOGALPHABET INC
$415.6M
TMUST-MOBILE US INC
$412.8M
SYMSYMBOTIC INC
$398.3M
WECWEC ENERGY
$396.5M
KDPKEURIG DR PEPPER INC
$389.0M
KHCKRAFT HEINZ CO
$388.7M
BRK/BBERKSHIRE HATHAWAY INC DEL
$381.8M
MRKMERCK & CO INC
$379.1M
JPSTJ P MORGAN EXCHANGE TRADED F
$374.9M
CPRICAPRI HOLDINGS LIMITED
$359.1M
ADPAUTOMATIC DATA PROCESSING IN
$346.6M
AWCAMERICAN WTR WKS CO INC NEW
$345.6M
SDIVGLOBAL X FDS
$340.4M
RCLROYAL CARIBBEAN
$328.8M
TKOTKO GROUP HOLDINGS INC
$328.2M
AMDADVANCED MICRO DEVICES INC
$323.4M
DEDEERE & CO
$322.5M
DLTRDOLLAR TREE INC
$306.9M
BDXBECTON DICKINSON & CO
$305.3M
VYMVANGUARD HIGH
$298.6M
JPIEJ P MORGAN EXCHANGE TRADED F
$296.6M
HOODROBINHOOD MKTS INC
$295.6M
HEIHEICO CORP NEW
$290.4M
SCHGSCHWAB STRATEGIC TR
$290.0M
GTOINVESCO ACTIVELY MANAGED EXC
$275.3M
TSCOTRACTOR SUPPLY
$270.7M
WELLWELLTOWER INC
$268.8M
BRK/BBERKSHIRE HATHAWAY
$267.7M
ESEVERSOURCE ENERGY
$257.2M
FLMBFRANKLIN TEMPLETON ETF TR
$256.7M
QMOMEA SERIES TRUST
$254.4M
PEGPUBLIC SERVICE
$253.6M
TAXFAMERICAN CENTY ETF TR
$250.2M
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